Skip to content
Disclosery

Davis Wealth Advisors, LLC: ESGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Wealth Advisors, LLC on ESGV, newest first. How the timeline and the estimate are built.

Davis Wealth Advisors, LLC held 21,485 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,485 shares
    Change vs previous 13F -71 shares

    2.2% of the 13F portfolio, value $2,840,912.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,556 shares
    Change vs previous 13F +631 shares

    2.01% of the 13F portfolio, value $2,420,062.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,925 shares
    Change vs previous 13F +569 shares

    2.11% of the 13F portfolio, value $2,531,129.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,356 shares
    Change vs previous 13F -398 shares

    2.16% of the 13F portfolio, value $2,411,040.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 20,754 shares
    Change vs previous 13F +1,614 shares

    2.42% of the 13F portfolio, value $2,275,466.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 19,140 shares
    Change vs previous 13F -34 shares

    2.12% of the 13F portfolio, value $1,874,766.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 19,174 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,011,196.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested